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Whitney & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Whitney & Co’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.4M Buy
209,155
+795
+0.4% +$126K 2.51% 9
2026
Q1 		$29.7M Sell
208,360
-155
-0.1% -$23K 2.47% 10
2025
Q4 		$31M Buy
208,515
+1,909
+0.9% +$282K 2.47% 11
2025
Q3 		$30.1M Buy
206,606
+872
+0.4% +$122K 2.73% 9
2025
Q2 		$27.8M Buy
205,734
+475
+0.2% +$59.3K 2.74% 7
2025
Q1 		$25M Buy
205,259
+547
+0.3% +$70.5K 2.66% 6
2024
Q4 		$26.3M Buy
204,712
+4,169
+2% +$540K 2.76% 7
2024
Q3 		$25.2M Sell
200,543
-585
-0.3% -$70.8K 2.7% 5
2024
Q2 		$23.9M Sell
201,128
-649
-0.3% -$74.5K 2.74% 8
2024
Q1 		$23.3M Sell
201,777
-6,315
-3% -$693K 2.77% 6
2023
Q4 		$21.9M Sell
208,092
-502
-0.2% -$49.2K 2.83% 5
2023
Q3 		$19.6M Buy
208,594
+2,709
+1% +$266K 2.95% 4
2023
Q2 		$20.1M Buy
205,885
+5,427
+3% +$502K 2.9% 3
2023
Q1 		$18.2M Buy
200,458
+8,312
+4% +$738K 2.88% 3
2022
Q4 		$16.3M Buy
192,146
+483
+0.3% +$41.2K 2.99% 4
2022
Q3 		$15.2M Sell
191,663
-4,262
-2% -$377K 2.96% 5
2022
Q2 		$16.4M Buy
195,925
+5,369
+3% +$489K 2.99% 3
2022
Q1 		$19.2M Buy
190,556
+733
+0.4% +$73.1K 2.96% 4
2021
Q4 		$20.3M Buy
189,823
+5,509
+3% +$576K 2.98% 3
2021
Q3 		$18.1M Sell
184,314
-1,054
-0.6% -$107K 2.9% 5
2021
Q2 		$18.3M Buy
185,368
+3,679
+2% +$354K 2.93% 5
2021
Q1 		$16.6M Buy
181,689
+6,085
+3% +$546K 2.92% 4
2020
Q4 		$15.6M Sell
175,604
-6,691
-4% -$542K 2.52% 8
2020
Q3 		$13.8M Sell
182,295
-4,497
-2% -$336K 2.58% 8
2020
Q2 		$13M Sell
186,792
-1,763
-0.9% -$115K 2.65% 8
2020
Q1 		$10.8M Buy
188,555
+7,045
+4% +$483K 2.66% 7
2019
Q4 		$13.2M Buy
181,510
+850
+0.5% +$59.1K 2.63% 7
2019
Q3 		$12.6M Buy
180,660
+2,116
+1% +$142K 2.62% 7
2019
Q2 		$11.9M Sell
178,544
-7,361
-4% -$482K 2.67% 6
2019
Q1 		$12.4M Sell
185,905
-17,740
-9% -$1.1M 2.81% 6
2018
Q4 		$12.7M Buy
203,645
+122,389
+151% +$7.52M 3.23% 5
2018
Q3 		$5.2M Buy
81,256
+31,292
+63% +$2.05M 1.25% 31
2018
Q2 		$3.12M Buy
49,964
+3,738
+8% +$232K 0.83% 54
2018
Q1 		$2.79M Buy
46,226
+16,582
+56% +$1.04M 0.8% 55
2017
Q4 		$1.81M Buy
29,644
+10,673
+56% +$636K 0.52% 60
2017
Q3 		$1.05M Hold
18,971
– – 0.35% 71
2017
Q2 		$1.05M Buy
18,971
+7,386
+64% +$405K 0.34% 73
2017
Q1 		$626K Buy
11,585
+2,710
+31% +$145K 0.23% 73
2016
Q4 		$455K Buy
8,875
+3,790
+75% +$190K 0.17% 81
2016
Q3 		$252K Buy
+5,085
New +$251K 0.1% 95

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Whitney & Co's ITOT Position: Q2 2026 in Review

Whitney & Co increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.38% in Q2 2026, buying an estimated $126K and bringing the position to 209,155 shares worth $34.4M. The position accounts for 2.51% of the portfolio, ranked #9.

Whitney & Co first reported a position in ITOT in Q3 2016 and has held it in 40 quarters since. 910 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Whitney & Co held 209,155 shares of iShares Core S&P Total US Stock Market ETF worth $34.4M as of Q2 2026.
  • Whitney & Co bought 795 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $126K.
  • iShares Core S&P Total US Stock Market ETF made up 2.51% of Whitney & Co's portfolio in Q2 2026, its #9 holding.
  • Whitney & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and has held it in 40 quarters since.
  • 910 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.